Add new client in Practice Better, update contact in LeadConnector, and assign questionnaire in Whole Practice
Add new client in Practice Better, update contact in LeadConnector, and assign questionnaire in Whole Practice
Add new clients to your system, update their contact information in LeadConnector, and assign them a questionnaire in Whole Practice. This ensures faster onboarding and richer engagement with your clients.
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Overview
Add new clients to your system, update their contact information in LeadConnector, and assign them a questionnaire in Whole Practice. This ensures faster onboarding and richer engagement with your clients.